Initial Data Load

Begin Data Load

To Do

Step 1: Execute the following Script DB to initialize Epicor Enterprise Data

• 1a

  --Import configuration setup from Epicor and initial setup of Interject
  EXEC [Custom].[ERP_InstallScript1_DatabaseConfig]
      @MasterEpicorDatabase          = '[<INSERT Master DB NAME>]'
     ,@DefaultDatabaseNameSource     = '[<INSERT Default DB name>]'
  

  SAMPLE

Note: You may choose to limit the import to a specific database or databases. Please see the Deactivate Databases page to do so.

• 1b

  --Import data 
  EXEC [Custom].[ERP_InstallScript2_EpicorImport]
  

• 1c

  --Enable Rollups
  EXEC [Custom].[ERP_InstallScript3_GroupingImport]
  

• 1d

  --Specify historical periods in which to seed Interject Data Store
  EXEC [Custom].[ERP_InstallScript4_ReportingImport]
      @ReportingImport_YearBegin     = 'YYYY'
     ,@ReportingImport_YearEnd       = 'YYYY'
   ,@ImportBudget = 'INSERT value Yes or No'
  

  SAMPLE

  EXEC [Custom].[ERP_InstallScript4_ReportingImport]
  @ReportingImport_YearBegin	= '2000'
  ,@ReportingImport_YearEnd	    = '2016'
  ,@ImportBudget				= 'Yes'
  

Step 2: Execute the following Script for SQL Agent Jobs

• 2a

  --Setup SQL Agent Jobs to seed "nightly" sync of Interject data store
  EXEC [Custom].[ERP_InstallScript5_SetupJobs]
  

The following 4 jobs will be created:

• [Interject_Reporting_CheckSchedule_ImportActual] - Syncs Actual data between Epicor tables to Interject table
• [Interject_Reporting_CheckSchedule_ImportBudget] - Syncs Budget data between Epicor tables to Interject table
• [Interject_Reporting_AddJobsFromScheduler] - Process data and distribute it to interject tables
• [Interject_Reporting_ImporEpicor_DeletesRecords] - Validates data and remove records nightly if data was removed from Epicor tables

Steps Required for Interject Application Setup - Data Connection

To Do

Step 1: Now log into portal.gointerject.com and select Data Connections on left side menu and change company to “Epicor Test III”

Step 2: Change Client (Company) Dropdown in upper right hand corner of portal site

Step 3: Click “My Data > Data Connections in the left-hand menu

Step 4: Select “New Connection” button on the top right of Page

Step 5: Select “Database” in the Connection Type field.

Step 6: Fill in the Connection Details page, which contains the following inputs for new connections:

• Name: A unique friendly name used when connecting a Data Portal to the Data Connection
• Description (optional): description of what the connection string is connecting to
• Connection String: used by Interject to connect to the specified server & database “Server=Scotty-Test;Database=Northwind Integrated Security = SSPI;”

Redirect the DB Connection to the new DB in Interject portal

To Do

Step 1: Go to My Apps on the left menu of the Interject Portal page and select the “Interject Financials - Epicor offering. Versions may change

Step 2: At the bottom of the page in the “Connection Redirect” section choose to replace any existing Data Connection Connection with “new connection”

Step 3: Click save